LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.83M
3
+$1.67M
4
WMT icon
Walmart Inc
WMT
+$1.33M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.09M

Top Sells

1
+$45M
2
+$14.6M
3
+$9.97M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.74M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.24M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$387K 0.1%
1,916
-33
227
$386K 0.1%
5,020
-5,461
228
$385K 0.1%
794
+193
229
$375K 0.09%
5,981
-695
230
$373K 0.09%
+7,533
231
$373K 0.09%
14,643
-14,404
232
$373K 0.09%
4,077
-27,261
233
$370K 0.09%
2,077
-45
234
$366K 0.09%
+17,029
235
$361K 0.09%
2,626
-1,404
236
$358K 0.09%
4,951
-5,565
237
$358K 0.09%
72
-88
238
$358K 0.09%
888
-199
239
$357K 0.09%
4,362
+1,137
240
$355K 0.09%
1,181
+285
241
$350K 0.09%
6,651
+907
242
$350K 0.09%
1,028
+29
243
$347K 0.09%
3,046
+8
244
$345K 0.09%
1,692
-1,805
245
$344K 0.09%
8,991
-11,532
246
$343K 0.09%
4,583
-2,292
247
$340K 0.08%
5,631
+1,747
248
$339K 0.08%
1,143
-24
249
$339K 0.08%
3,453
-2,739
250
$338K 0.08%
6,202
-2,247
8 9
10
11 12